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Fund Intelligence | Best Managers | DHLCX Insights | DHLCX Score | DHLCX Performance | DHLCX Manager | DHLCX News | DHLCX Allocation | DHLCX Holdings Change

Mutual Fund Insights: Diamond Hill Large Cap C Fund (DHLCX)

In-depth Analysis of Diamond Hill Large Cap C Fund (DHLCX)

Mutual fund chart: Diamond Hill Large Cap C Fund (DHLCX)

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See Diamond Hill Large Cap C Fund (DHLCX) performance details as of February 28, 2010

  

    Last Trade: $13.65 on 3/19/2010, Change: -0.06 (-0.44%)
Experiment our closing price forecasting tool for Diamond Hill Large Cap C Fund (DHLCX) (alpha release)

  

Fund Manager - Charles S. Bath

Fund Manager Tenure: 7.4 years   [Similar Funds: DHLAX  DHLRX ]
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Charles S. Bath has been the Managing Director of Equities for Diamond Hill since September 2002. Charles S. Bath was a senior portfolio manager for Gartmore Global Investments, a global investment firm affiliated with Nationwide Insurance, where Charles S. Bath managed the Gartmore Total Return Fund. Charles S. Bath holds the Chartered Financial Analyst designation.  Get more insights on Charles S. Bath

  

What we like about Diamond Hill Large Cap C Fund (DHLCX) What we like about Diamond Hill Large Cap C Fund (DHLCX)

Data for Diamond Hill Large Cap C Fund (DHLCX) as of February 28, 2010

  • Diamond Hill Large Cap C Fund (DHLCX) management has been with Diamond Hill Large Cap C Fund for 7.4 years
  • Diamond Hill Large Cap C Fund (DHLCX) has good short-term performance (1-year return 60.70% vs 54.22 % Large Value category average)
  • Diamond Hill Large Cap C Fund (DHLCX) has good Long-term performance (5-year return 2.41% vs -0.22 % Large Value category average)
  • Diamond Hill Large Cap C Fund (DHLCX) ratio of up-years vs down years is greater than 2
  • Diamond Hill Large Cap C Fund (DHLCX) has a Morningstar rating of 4 and above
  • Diamond Hill Large Cap C Fund (DHLCX) has an annual stock turnover rate of 28.00% vs Large Value average of 69.56%. It is good that Diamond Hill Large Cap C management does not trade extensively for its return.
  • Diamond Hill Large Cap C Fund (DHLCX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.84, lower than category average of 20.8

  

What we are cautious about Diamond Hill Large Cap C Fund (DHLCX) What we are cautious about Diamond Hill Large Cap C Fund (DHLCX)

Data for Diamond Hill Large Cap C Fund (DHLCX) as of February 28, 2010

  • Diamond Hill Large Cap C Fund is a focused fund with 34.11% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Diamond Hill Large Cap C Fund (DHLCX) has a less-than-ideal mid-term performance (3-year return -3.53% vs -7.29 % Large Value category average)
  • Diamond Hill Large Cap C Fund (DHLCX) has a higher management fee of 1.91% than its Large Value average of 1.29%
  • Diamond Hill Large Cap C Fund (DHLCX) carries a 1% load
See Diamond Hill Large Cap C Fund (DHLCX) performance details as of February 28, 2010

  

  

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Diamond Hill Large Cap C Fund (DHLCX) Net Asset

Track net asset change of Diamond Hill Large Cap C fund (DHLCX)

DateNet Asset
02/2010$719.12M
01/2010$25.45M
11/2009$23.74M
More historic net asset information on Diamond Hill Large Cap C Fund (DHLCX)

  

Diamond Hill Large Cap C Fund (DHLCX) Portfolio Allocation

Track portfolio allocation change of Diamond Hill Large Cap C fund (DHLCX)

DateCashStockBondOther
01/20107.08%92.92%0%0%
10/20098.45%91.55%0%0%
09/20098.21%91.79%0%0%
Click here to see more historic asset allocation information on Diamond Hill Large Cap C Fund (DHLCX)

  

Most Recent Top 10 Holdings in Diamond Hill Large Cap C Fund (DHLCX)

Discover what Diamond Hill Large Cap C Fund (DHLCX) manager is buying

31-Jan-10
Apache Corporation Common Stock [4.37%]
Anadarko Petroleum Corporation [4%]
Occidental Petroleum Corporatio [3.79%]
Devon Energy Corporation Common [3.67%]
Medtronic Inc. Common Stock [3.39%]
United Technologies Corporation [3.38%]
Pfizer, Inc. Common Stock [3.04%]
Procter & Gamble Company (The) [3.02%]
Abbott Laboratories Common Stoc [3.01%]
Johnson & Johnson Common Stock [2.44%]

31-Oct-09
JPMorgan US Govt MMkt Capital [8.45%]
APACHE CP [4.84%]
DEVON ENERGY CP (OK) [3.91%]
OCCIDENTAL PET [3.82%]
ANADARKO PETROLEUM [3.79%]
MEDTRONIC INC [3.55%]
ABBOTT LABORATORIES [3.34%]
UNITED TECH [3.28%]
PROCTER GAMBLE CO [3.08%]
PFIZER INC [3.05%]

30-Sep-09
JPMorgan US Govt MMkt Capital [8.21%]
APACHE CP [4.67%]
ANADARKO PETROLEUM [4.61%]
DEVON ENERGY CP (OK) [4.02%]
OCCIDENTAL PET [3.9%]
ABBOTT LABORATORIES [3.23%]
UNITED TECH [3.22%]
PROCTER GAMBLE CO [3.04%]
MEDTRONIC INC [3%]
Microsoft Corporation [2.55%]
Click here for Stock Holding Change Map in Diamond Hill Large Cap C Fund (DHLCX)

  

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